Share-o-matic - Assessment SP Global 100

Assessment - SP Global 100 - 2/11/13 - RS = 39

historical assessment - show freshest

		⇓instrument	freshest		⇓ Δday	2/11/13	⇓ Δwk	5/14/12	prc diff	⇓ Δ39	Curr	∅-RS
	L	S&P Global 100	3,757.070	8/12/24	0.32	1,332.090		1,164.960	167.130	14.35	USD	8.74
		Toyota	2,447.500	8/09/24	-0.14	972.000		642.000	330.000	51.40	JPY	46.95
		Societe Generale	20.520	8/12/24	0.44	31.555		16.495	15.060	91.30	EUR	44.98
	L	Morgan Stanley	94.840	8/12/24	0.13	23.280		14.300	8.980	62.80	USD	40.54
		Barclays	220.100	8/12/24	0.85	278.509		175.326	103.183	58.85	GBP	39.41
	L	Goldman Sachs	485.500	8/12/24	-0.97	152.240		99.770	52.470	52.59	USD	34.82
		Citigroup	57.840	8/12/24		43.150		28.140	15.010	53.34	USD	32.24
	L	Philips	26.060	8/12/24	-0.91	22.745		14.600	8.145	55.79	EUR	32.07
	S	Kimberly-Clark	34.140	8/12/24	-1.01	37.190		24.650	12.540	50.87	MXN	31.73
		Honda Motor	1,420.000	8/09/24	-0.14	1,178.330		910.670	267.660	29.39	JPY	29.51
		Bridgestone	5,582.000	8/09/24	-1.33	2,445.000		1,778.000	667.000	37.51	JPY	28.81
		Panasonic	1,058.500	8/09/24	1.34	716.000		577.000	139.000	24.09	JPY	28.63
	S	Sony	12,325.000	8/09/24	0.28	1,380.000		1,159.000	221.000	19.07	JPY	28.20
	L	Fox A	38.830	8/12/24	-1.27	28.310		20.140	8.170	40.57	USD	27.29
		Carrefour	13.730	8/12/24	-0.36	20.845		14.000	6.845	48.89	EUR	25.29
	S	Volkswagen	93.500	8/12/24	-0.47	179.330		134.900	44.430	32.94	EUR	24.17
		UBS	24.850	8/12/24	0.44	15.210		11.100	4.110	37.03	CHF	23.79
	L	HSBC	643.900	8/12/24	0.22	718.300		545.800	172.500	31.60	GBP	23.68
		Banco Bilbao Viz	8.924	8/12/24	0.27	7.343		5.048	2.295	45.46	EUR	23.43
		JP Morgan Chase	206.190	8/12/24	0.19	48.660		35.790	12.870	35.96	USD	22.66
	L	Ericsson	71.080	8/12/24	1.14	78.000		61.450	16.550	26.93	SEK	22.07
	L	Alphabet A	162.290	8/12/24	-0.84	19.621		15.147	4.474	29.54	USD	20.26
	S	Ford Motor	9.860	8/12/24	-2.38	13.110		10.320	2.790	27.03	USD	19.88
		Aegon	5.562	8/12/24	0.22	4.788		3.481	1.307	37.55	EUR	19.39
	S	Nissan Motor	410.200	8/09/24	-0.56	916.000		803.000	113.000	14.07	JPY	19.29
		⇓instrument	freshest		⇓ Δday	2/11/13	⇓ Δwk	5/14/12	prc diff	⇓ Δ39	Curr	∅-RS
		Prudential	635.400	8/12/24	0.41	939.000		715.500	223.500	31.24	GBP	19.00
		Swiss Re	104.000	8/12/24	0.10	71.350		55.800	15.550	27.87	CHF	17.94
	L	Bayer	25.960	8/12/24	-0.04	70.170		51.510	18.660	36.23	EUR	16.30
		Deutsche Bank	13.308	8/12/24	0.14	31.101		25.436	5.665	22.27	EUR	15.75
		Allianz	255.900	8/12/24		102.322		76.915	25.407	33.03	EUR	15.36
		Standard Chartered	722.000	8/12/24	0.92	1,704.000		1,367.500	336.500	24.61	GBP	15.03
		Axa	32.350	8/12/24	-0.77	13.170		9.511	3.659	38.47	EUR	14.99
	L	Pfizer	28.450	8/12/24	-0.35	27.140		22.585	4.555	20.17	USD	14.97
	L	Münchener Rück	439.200	8/12/24	1.01	135.100		103.850	31.250	30.09	EUR	14.97
	L	Novartis	96.740	8/12/24	0.16	52.250		41.140	11.110	27.01	CHF	14.93
		Rio Tinto	4,942.000	8/12/24	0.56	3,656.000		3,043.000	613.000	20.14	GBP	14.86
		Seven & i	1,672.500	8/09/24	-0.54	910.000		793.330	116.670	14.71	JPY	13.84
	L	3M	123.360	8/12/24	-0.65	102.620		85.830	16.790	19.56	USD	13.69
	L	Procter & Gamble	166.810	8/12/24	-2.19	75.810		63.580	12.230	19.24	USD	13.67
		Sanofi	95.670	8/12/24	-0.60	71.400		54.870	16.530	30.13	EUR	13.55
		ING Groep	15.232	8/12/24	0.21	6.873		4.911	1.962	39.95	EUR	13.52
	S	BASF	41.280	8/12/24	-0.22	71.850		57.690	14.160	24.54	EUR	13.35
		UnibailRodaWestfield	5.550	8/12/24	0.73	11.260		9.610	1.650	17.17	AUD	12.98
	L	Raytheon Tech	116.600	8/12/24	0.39	56.394		47.797	8.597	17.99	USD	12.96
	S	Mercedes-Benz	57.480	8/12/24	-0.57	44.985		38.515	6.470	16.80	EUR	12.82
		Samsung Electronics	75,500.000	8/12/24	1.07	29,360.000		26,280.000	3,080.000	11.72	KRW	12.79
	L	Texas Instruments	192.060	8/12/24	-0.08	33.690		30.630	3.060	9.99	USD	12.57
		L´Oreal	376.650	8/12/24	-1.59	107.950		91.030	16.920	18.59	EUR	12.55
	S	Diageo	2,451.500	8/12/24	1.03	1,877.000		1,545.000	332.000	21.49	GBP	12.32
		Schneider Electric	211.250	8/12/24	0.38	54.480		42.675	11.805	27.66	EUR	12.11
		⇓instrument	freshest		⇓ Δday	2/11/13	⇓ Δwk	5/14/12	prc diff	⇓ Δ39	Curr	∅-RS
		Aviva	484.200	8/12/24	0.35	362.200		290.700	71.500	24.60	GBP	11.69
	S	Johnson & Johnson	159.880	8/12/24	-0.46	75.410		63.930	11.480	17.96	USD	11.57
		BHP	2,094.000	8/12/24	-0.14	2,159.500		1,798.000	361.500	20.11	GBP	11.34
	L	ABB	45.510	8/12/24	0.55	19.310		15.520	3.790	24.42	CHF	10.38
	S	Bristol-Myers	47.060	8/12/24	0.73	36.930		32.910	4.020	12.22	USD	10.36
	L	Nestlé	88.640	8/12/24	-0.40	64.200		54.750	9.450	17.26	CHF	10.10
		General Electric	166.870	8/12/24	-0.16	179.600		148.800	30.800	20.70	USD	9.81
		Nike	74.640	8/12/24	0.40	27.610		26.868	0.743	2.76	USD	9.21
		Marsh & McLennan	217.350	8/12/24	-1.23	36.350		32.510	3.840	11.81	USD	8.72
		Banco Santander	4.089	8/12/24	-0.24	5.904		4.723	1.181	25.01	EUR	7.74
	L	Unilever	55.100	8/12/24	-0.36	29.045		25.930	3.115	12.01	EUR	7.07
		Chevron	145.020	8/12/24	0.02	115.640		101.940	13.700	13.44	USD	6.97
		Vivendi	9.488	8/12/24	0.40	15.750		12.430	3.320	26.71	EUR	6.11
		Canon	4,525.000	8/09/24	1.64	3,256.000		3,420.000	-164.000	-4.80	JPY	6.10
	L	Colgate-Palmolive	101.280	8/12/24	-0.77	54.145		49.505	4.640	9.37	USD	5.60
	L	Walmart	68.700	8/12/24	1.10	23.800		19.690	4.110	20.87	USD	5.47
		Caterpillar	336.030	8/12/24	-0.66	96.600		93.600	3.000	3.21	USD	5.11
		PepsiCo	171.420	8/12/24	-0.56	72.360		67.150	5.210	7.76	USD	5.11
	L	AstraZeneca	12,780.000	8/12/24	0.63	3,018.500		2,660.000	358.500	13.48	GBP	4.95
	S	McDonald´s	269.460	8/12/24	0.58	95.170		90.880	4.290	4.72	USD	3.94
		Siemens	157.200	8/12/24	0.01	74.898		65.107	9.791	15.04	EUR	3.87
	L	Coca-Cola	68.170	8/12/24	-0.74	38.610		38.435	0.175	0.46	USD	3.49
	S	LVMH	635.100	8/12/24	-0.14	131.350		121.050	10.300	8.51	EUR	3.23
		BP	439.600	8/12/24	1.35	454.750		403.900	50.850	12.59	GBP	3.00
		Repsol	12.765	8/12/24	0.67	15.725		13.800	1.925	13.95	EUR	2.96
		⇓instrument	freshest		⇓ Δday	2/11/13	⇓ Δwk	5/14/12	prc diff	⇓ Δ39	Curr	∅-RS
	L	Philip Morris	116.090	8/12/24	0.07	90.350		85.390	4.960	5.81	USD	2.89
		GSK	1,572.000	8/12/24	0.42	1,463.690		1,429.940	33.750	2.36	GBP	2.37
	S	National Grid	978.400	8/12/24	-0.04	691.000		673.000	18.000	2.67	GBP	2.14
		Exxon Mobil	119.000	8/12/24	0.13	88.280		82.120	6.160	7.50	USD	1.62
		IBM	189.480	8/12/24	-1.03	200.160		199.440	0.720	0.36	USD	1.29
	L	Vodafone	74.440	8/12/24	0.87	173.650		169.650	4.000	2.36	GBP	1.12
		TotalEnergies	61.720	8/12/24	0.60	38.160		34.470	3.690	10.70	EUR	-0.18
		Saint-Gobain	73.560	8/12/24	-0.41	29.720		30.200	-0.480	-1.59	EUR	-0.28
		Merck (MSD)	113.480	8/12/24	-0.93	41.380		38.225	3.155	8.25	USD	-0.30
	L	Deutsche Telekom	24.730	8/12/24	0.49	8.629		8.819	-0.190	-2.15	EUR	-2.10
	L	Anglo American	2,232.500	8/12/24	0.29	1,971.500		2,119.000	-147.500	-6.96	GBP	-3.07
		Microsoft	406.810	8/12/24	0.19	27.860		30.680	-2.820	-9.19	USD	-5.58
		Shell	33.025	8/12/24	0.93	25.080		25.280	-0.200	-0.79	EUR	-5.92
		Telefónica	4.032	8/12/24	0.12	9.948		10.890	-0.942	-8.65	EUR	-6.01
	L	HP	33.780	8/12/24	0.72	7.643		10.429	-2.786	-26.71	USD	-7.68
	S	Intel	19.360	8/12/24	-1.78	21.030		27.015	-5.985	-22.15	USD	-12.68
	L	RWE	32.360	8/12/24	1.70	27.830		31.170	-3.340	-10.72	EUR	-14.33
	S	Engie	15.335	8/12/24	0.49	14.890		16.655	-1.765	-10.60	EUR	-15.37
	L	Apple	217.530	8/12/24	0.71	17.140		19.936	-2.796	-14.03	USD	-16.72
		E.on	12.325	8/12/24	0.78	12.046		14.109	-2.064	-14.63	EUR	-18.21
	S	Orange	10.115	8/12/24	-0.25	7.883		10.145	-2.262	-22.30	EUR	-19.45
	L	DuPont	78.330	8/12/24	-0.25						USD	-na-
SP Global 100 - 95 out of 96 instruments rated - 2/11/13 / 5/14/12 - 81 did rise, Market-Ratio(39) = 85.26 %

Technical Chart

	SP Global 100 RS = 39 - B/S = 55/40

1/03/22	scale up chart	7/01/24

Transactions SP Global 100 * A39 - 55/40 (1)

														⇐
L/S	date buy	date sell	days		instrument	spl	pieces	Curr	prc buy	prc sell	ps short	prc diff	d %	asset	yield
1/02/06		1/14/08	742		- cash -
short	1/14/08	7/06/09	539		Citigroup	100	34	USD	290.600	27.900	3,026.823	2,736.223	942	103,032	389
long	7/06/09	8/01/11	756		Ford Motor	100	17,918	USD	5.750	12.350		6.600	115	221,290	45
short	8/01/11	4/30/12	273		Carrefour	100	11,020	EUR	20.080	15.175	26.570	6.490	32	292,815	45
long	4/30/12	10/20/14	903		Apple	100	14,039	USD	20.856	24.940		4.084	20	350,146	7
short	10/20/14	11/03/14	14		Deutsche Bank	100	16,251	EUR	21.545	22.134	20.956	-0.589	-3	340,572	-51
long	11/03/14	8/24/15	294		Apple	100	12,452	USD	27.350	25.788		-1.563	-6	321,116	-7
short	8/24/15	9/12/16	385		RWE	100	24,290	EUR	13.220	14.645	11.795	-1.425	-11	286,503	-10
long	9/12/16	7/02/18	658		Anglo American	100	34,960	GBP	8.195	16.440		8.245	101	574,748	47
short	7/02/18	7/15/19	378		Deutsche Bank	100	62,889	EUR	9.139	6.885	12.131	2.992	33	762,905	31
long	7/15/19	3/09/20	238		LVMH	100	2,007	EUR	380.050	338.000		-42.050	-11	678,511	-16
short	3/09/20	12/07/20	273		DuPont	100	19,303	USD	35.150	65.430	4.870	-30.280	-86	94,016	-93
long	12/07/20	3/07/22	455		Mercedes-Benz	100	1,629	EUR	57.700	57.390		-0.310	-1	93,511	0
short	3/07/22	3/21/22	14		Vivendi	100	8,706	EUR	10.740	11.750	9.730	-1.010	-9	84,718	-92
long	3/21/22	6/13/22	84		Chevron	100	514	USD	164.640	167.330		2.690	2	86,101	7
short	6/13/22	12/05/22	175		Philips	100	4,050	EUR	21.255	14.250	31.704	10.449	49	128,417	130
long	12/05/22	12/19/22	14		Merck (MSD)	100	1,167	USD	110.010	109.440		-0.570	-1	127,752	-13
short	12/19/22	1/23/23	35		Credit Suisse	100	45,970	CHF	2.779	3.150	2.408	-0.371	-13	110,697	-78
long	1/23/23	10/23/23	273		Münchener Rück	100	339	EUR	325.700	372.100		46.400	14	126,427	19
short	10/23/23	12/11/23	49		Pfizer	100	4,099	USD	30.840	28.640	33.209	2.369	8	136,137	74
long	12/11/23	8/12/24	245		Intel	100	3,056	USD	44.540	19.360		-25.180	-57	59,187	-71
accum	1/14/08	8/12/24	6727	days out of 7469 invested (90%)								492		59,187	10

Instrument Related Contribution

instrument	L/S	date buy	date sell	days	prc buy	prc sell	ps short	prc diff	d %	total
Citigroup	short	1/14/08	7/06/09	539	290.60	27.90	3,026.82	2,736.22	941.58	941.58
Ford Motor	long	7/06/09	8/01/11	756	5.75	12.35		6.60	114.78	114.78
Anglo American	long	9/12/16	7/02/18	658	8.20	16.44		8.25	100.61	100.61
Philips	short	6/13/22	12/05/22	175	21.26	14.25	31.70	10.45	49.16	49.16
Carrefour	short	8/01/11	4/30/12	273	20.08	15.18	26.57	6.49	32.32	32.32
Deutsche Bank	short	10/20/14	11/03/14	14	21.55	22.13	20.96	-0.59	-2.73
	short	7/02/18	7/15/19	378	9.14	6.89	12.13	2.99	32.74	29.11
Münchener Rück	long	1/23/23	10/23/23	273	325.70	372.10		46.40	14.25	14.25
Apple	long	4/30/12	10/20/14	903	20.86	24.94		4.08	19.58
	long	11/03/14	8/24/15	294	27.35	25.79		-1.56	-5.71	12.75
Pfizer	short	10/23/23	12/11/23	49	30.84	28.64	33.21	2.37	7.68	7.68
Chevron	long	3/21/22	6/13/22	84	164.64	167.33		2.69	1.63	1.63
Merck (MSD)	long	12/05/22	12/19/22	14	110.01	109.44		-0.57	-0.52	-0.52
Mercedes-Benz	long	12/07/20	3/07/22	455	57.70	57.39		-0.31	-0.54	-0.54
Vivendi	short	3/07/22	3/21/22	14	10.74	11.75	9.73	-1.01	-9.40	-9.40
RWE	short	8/24/15	9/12/16	385	13.22	14.65	11.80	-1.43	-10.78	-10.78
LVMH	long	7/15/19	3/09/20	238	380.05	338.00		-42.05	-11.06	-11.06
Credit Suisse	short	12/19/22	1/23/23	35	2.78	3.15	2.41	-0.37	-13.35	-13.35
Intel	long	12/11/23	8/12/24	245	44.54	19.36		-25.18	-56.53	-56.53
DuPont	short	3/09/20	12/07/20	273	35.15	65.43	4.87	-30.28	-86.15	-86.15

Annotations

2/28/24	Seven & i	stock split 1:3 (three for one)
2/26/24	Walmart	stock split 1:3 (three for one)
9/28/23	Honda Motor	stock split 1:3 (three for one)
7/18/22	Alphabet A	stock split 1:20 (twenty for one)
	GlaxoSmithKline	demergers OTC business -> Haleon
9/29/21	Toyota	stock split 1:5 (five for one)
8/02/21	General Electric	reverse stock split 8:1 (eight become one)
4/03/20	Raytheon Tech	spin-off Carrier and Otis = split 1000:1589 due to UTX-RTN merger
5/04/18	Samsung Electronics	stock split 1:50 (fifty for one)
10/04/16	SP Global 100	EMC² removed (acquired by Dell)
9/12/16	E.on	demerger of Uniper (power plants) 10 + 1 (one additional Uniper for ten E.on)
12/24/15	Nike	stock split 1:2 (two for one)
11/02/15	Hewlett-Packard	forward stock split 1000:2202 (two thousand two hundred and two for one thousand)
	Hewlett-Packard	spin-off of HP Enterprise
10/02/15	Google A	changes name to Alphabet
4/24/15	GDF Suez	changes name to Engie


	is taking down something concerning